WealthTrust Axiom LLC
•CIK: 1425949•Filing: Q4 2025
**WealthTrust Axiom LLC** manages $389M across a diversified portfolio of 272 positions. The fund exhibits significant concentration in technology and industrials, with top holdings including AAPL at $21.4M and MSFT at $14.1M. Further notable allocations include KMI ($13.4M), TTI ($13.3M), and IBM ($12.4M). This structure suggests a tactical approach balancing mega-cap tech exposure with cyclical energy and industrial plays.
Total AUM
$388.7M
QoQ Performance
+4.1%
Positions
249
Top 10 Concentration
31.9%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AAPL5.5%
MSFT3.6%
KMI3.4%
TTI3.4%
IBM3.2%
LYTS2.7%
LLY2.5%
AEM2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other56.6%
Technology17.5%
Healthcare10.8%
Financial4.8%
Energy2.5%
Utilities2.0%
Consumer1.8%
Industrial1.6%
🚪 Exited Positionssold since Q3 2025
+69 more exited positions
Changes from Q3 2025
NEW4 new positions
↑53 increased
↓80 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023